BT Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $926K | Hold |
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|
2021
Q4 | $982K | Buy |
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|
2021
Q3 | $927K | Sell |
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|
2021
Q2 | $998K | Sell |
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|
2021
Q1 | $960K | Sell |
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|
2020
Q4 | $920K | Sell |
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|
2020
Q3 | $830K | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.38M | Hold |
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|
2019
Q2 | $1.34M | Sell |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.47M | Buy |
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